Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan
Sponsored by Peterman Heating, Cooling & Plumbing, Inc. · EIN 351744027 · Plan #001 · Greenwood, IN
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 431
- With balances
- 320
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Jcm Strategic Wealth Partners Llc CRD 315220 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jcm Strategic Wealth Partners | Investment advisory (participants) | $29,798 |
| John Hancock | Recordkeeping, Investment management, Shareholder servicing fees | $6,875 |
| Wilshire Associates Inc. | Investment advisory (participants) | $1,325 |